Content Provider
Saasoptics

Middlebanner experian02052024
Financialsarenot saasoptics

FINANCIALS ALONE ARE NOT ENOUGH: WHY YOU NEED METRICS TO GROW YOUR SaaS BUSINESS

This webinar is for B2B SaaS businesses under $100M in revenue.
Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

If you’re like most when you first started in financial operations for your company, the company's primary focus was on selling and development. Metrics and analytics were a “nice to have”, but seemed secondary to the GAAP Financials you've long worked with. As your company grows, your needs change and metrics, such as MRR, ARR, and CLV, and analytical approaches, such as Cohort Analysis, take on much greater operational importance—and are simply a requirement if you’re talking to investors or an acquisition is in your future.

As a SaaS business, you need a combination of GAAP-compliant financials and subscription metrics to drive business decisions – financials alone are not enough. Accurate and real-time insight into MRR, ARR and general business momentum is needed so you have all the subscription metrics you need to run your business, automated and in one place.

SaaS metrics aren’t just about checking a box; they’re much deeper than that. Join us and learn the real value of metrics and how they impact your business.

Learning Objectives

  • Which metrics and analytics are most critical to growing your business and why.

  • How to scale SaaS metrics with your business.

  • How to discover hidden trends in your metrics.

  • The importance of leveraging a single source of truth.

Linkedin

Clayton Whitfield

SaaSOptics
Co-Founder and Chief Customer Officer
cwhitfield@saasoptics.com
(678) 825-8108

Saasoptics

Clayton has more than 15 years of software and product development experience and is a co-founder of SaaSOptics. Previously, he worked with co-founder David Ryan at MarketingCentral, as vice president of product development, building its SaaS marketing automation solution. Clayton has also led technical teams at Fair Isaac Corp. and ACS-Inc. Before focusing his career on technology, he was a teacher in the Los Angeles school district. Clayton earned a bachelor’s degree from the University of West Georgia and an MBA with honors from Emory University’s Goizueta Business School.

Linkedin

Chris Weber

SaaSOptics
Implementation Consultant
cweber@saasoptics.com
8042217210

Saasoptics

Chris is a passionate champion of all things SaaS. Prior to joining SaaSOptics, he worked as the manager of financial operations at ScienceLogic. During his tenure, ScienceLogic transitioned from a legacy perpetual software business model to a subscription business model adopting best in class SaaS metrics along the way. Annual recurring revenues grew from 8MM to over 45MM during this time period. Before beginning his career in finance for SaaS companies, he earned dual bachelor's degrees with a triple major in Finance, Accounting, and Business Management as a University Scholar at George Mason University.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Saasoptics
SaaSOptics is the B2B optimized complete subscription management solution. SaaSOptics is a cloud-based financial management solution for subscription B2B businesses, providing affordable, GAAP-compliant revenue recognition & reporting, invoicing, and out-of-the-box, highly optimized analytics for tracking key subscription metrics.